Carla is the Senior Manager of Investment Team Operations. With prior experience as a Senior Client Associate at Wells Fargo Advisors in Washington, DC, she brings valuable financial expertise to her role. Carla holds a degree in Nutritional Sciences from the University of Wisconsin-Madison. In her daily role, Carla actively manages and rebalances investment portfolios, ensuring precision and accuracy. Carla’s passion for delivering timely, accurate results allows her to provide efficient and excellent service to clients. Originally from Wisconsin, Carla now calls Gaithersburg, Maryland home. In her free time, she enjoys reading, running, and traveling.